RIA

Realta Investment Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 40.39%
This Quarter Est. Return
1 Year Est. Return
+40.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,373
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$4.39M
3
+$3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.43M
5
MSFT icon
Microsoft
MSFT
+$2.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.08%
2 Consumer Discretionary 11.07%
3 Healthcare 8.56%
4 Financials 8.28%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$6K ﹤0.01%
+200
1052
$6K ﹤0.01%
+99
1053
$6K ﹤0.01%
+1,000
1054
$6K ﹤0.01%
+500
1055
$6K ﹤0.01%
+150
1056
$6K ﹤0.01%
+200
1057
$6K ﹤0.01%
+61
1058
$5K ﹤0.01%
+69
1059
$5K ﹤0.01%
+185
1060
$5K ﹤0.01%
+70
1061
$5K ﹤0.01%
+60
1062
$5K ﹤0.01%
+53
1063
$5K ﹤0.01%
+200
1064
$5K ﹤0.01%
+355
1065
$5K ﹤0.01%
+121
1066
$5K ﹤0.01%
+349
1067
$5K ﹤0.01%
+80
1068
$5K ﹤0.01%
+146
1069
$5K ﹤0.01%
+158
1070
$5K ﹤0.01%
+250
1071
$5K ﹤0.01%
+140
1072
$5K ﹤0.01%
+82
1073
$5K ﹤0.01%
+33
1074
$5K ﹤0.01%
+32
1075
$5K ﹤0.01%
+200
41 42
43
44 45